Institute for International Research

Dear Family Office Executive,

Single family offices, multi family offices, virtual family offices… private banks, trust companies, investment banks… liquidity events, complex new investments, even more complex family relationships… staffing shortages, overstretched back office reporting, outdated technology… estate taxes, tax loopholes, SEC scrutiny…

A sophisticated family office business in growth mode needs to make sure that its wheels are turning as efficiently and effectively as possible so that attention is focused on any family's number one goal: growing and protecting wealth. The Family Office Management Conference is designed to help family offices choose, integrate and implement the best operational solutions for their business.

Those who attend this event are ready to make a commitment to create and manage productive operations to serve family wealth…whether you're not quite yet a family office, a single family office, multifamily office, or in the business of growing family wealth. Topics addressed include:

• Benchmarking your operations: You don't know what to fix unless you know what's broken
• Appraising technology platforms: So many products promising so many things… find out what's right for your needs
• Conducting technology and risk management assessments: Walk away with checklists to evaluate your processes when you go back to the office
• Running the modern day complex portfolio and evaluating new opportunities: With new investment products born daily… and more money available to invest… practices need to be in place to keep things under control
• Getting the right people in the family office: An entire track of sessions dedicated to maximizing the staff you have and filling in the gaps
• Preparing the family for the realities of wealth: Three strategic sessions giving tactical answers to perhaps the most vital question of all… how to educate the family?

PLUS!
Those who looking for the essential tax, asset protection and estate planning guide should plan to come to Florida a day early to attend the in-depth Mastering Tax & Estate Planning Summit on January 29. Lauded for its scope of topics and one-on-one access to some of the leading experts in the field, you'll see why 75% of Family Office Management attendees couldn't miss this summit in 2006.

Earn CPE/CLE Credits Simply By Attending the Event

By attending the full conference and pre-conference summit, you can earn up to 22 CPE and 3 CLE credits.  This is a live event, and there are no prerequisites.

If you're ready to get your family office business operations in order so that assets can grow, we'll see in you January.

Sincerely,

Keith Kirkpatrick
Event Director

p.s. Experience facilitated interactive sessions during both Family Office Management and Mastering Tax & Estate Planning… get your unique questions answered by our team of expert speakers!